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The White House urgently denies it! Is the US-Iran agreement real or fake? The market is already confused.
What are financial markets most afraid of?
It's not bad news.
But false information.
Recently, a scene like this has played out in US-Iran negotiations.
Iranian media first released a draft agreement.
The market quickly interpreted it as a major breakthrough.
Oil prices responded by falling.
Then the White House came out and said:
This text is not accurate.
So investors collectively entered a "who to believe" mode.
This situation is actually very typical.
In major international negotiations, parties often release information through the media to test the market and opponents' reactions.
Sometimes it's a negotiation strategy.
Sometimes it's a public opinion battle.
Sometimes both.
Therefore, the news the market sees may not be the final version.
Currently, the only thing both sides have truly agreed upon is:
Everyone hopes to continue negotiations.
And continuing negotiations itself is a positive signal.
Because it means the probability of conflict escalation decreases.
But there are still many details to resolve before the final agreement is reached.
Especially the issues of asset thawing and sanctions exemptions.
These involve real interests.
And are often the most difficult parts to negotiate.
So the current oil price correction does not mean the risk has disappeared.
It only indicates that risk expectations have eased.
For investors, the most dangerous thing is not rising or falling prices.
But being repeatedly exploited by various true and false messages.
In the coming weeks, Middle East tensions are likely to continue dominating crude oil market sentiment.
And every negotiation progress could become a new trigger for market movements.
After all, on the international political poker table,
No one knows what the cards are until the last moment.
#美伊谈判博弈